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Nuveen

Wealth Management Client Relationship Manager - Guided Advice

Nuveen

full time · Mid

$62,500 – $87,500

Listed on Nuveen’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This wealth management role supports high-net-worth clients by coordinating financial advisory teams, implementing investment plans, and identifying asset consolidation opportunities. It suits someone with financial services experience who can manage client relationships, lead team operations, and help clients execute their wealth strategies.

Our summary, not Nuveen’s wording. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

Required

  • 2+ years of financial services experience
  • Series 7 and Series 66 (or Series 63 and Series 65) licenses
  • Life and Health Insurance License obtained within 120 days of start

Nice to have

  • University degree
  • 3+ years of financial services experience
  • Series 7 and Series 66 licenses already completed
  • Life and Health Insurance License already completed

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